ADVISORSHARES TR's ticker is AADR and the CUSIP is 00768Y206. A total of 27 filers reported holding ADVISORSHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $232,423 | -59.2% | 4,685 | -60.7% | 0.00% | -100.0% |
| Q1 2023 | $569,945 | +5.9% | 11,931 | +5.9% | 0.00% | 0.0% |
| Q4 2022 | $538,160 | -15.6% | 11,268 | -22.2% | 0.00% | 0.0% |
| Q3 2022 | $638,000 | -9.2% | 14,490 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $703,000 | -38.2% | 14,473 | -23.7% | 0.00% | -50.0% |
| Q1 2022 | $1,138,000 | +1.1% | 18,967 | +8.2% | 0.00% | +100.0% |
| Q4 2021 | $1,126,000 | +0.9% | 17,525 | -0.2% | 0.00% | -50.0% |
| Q3 2021 | $1,116,000 | -6.5% | 17,564 | -2.2% | 0.00% | 0.0% |
| Q2 2021 | $1,193,000 | -5.1% | 17,954 | -11.0% | 0.00% | 0.0% |
| Q1 2021 | $1,257,000 | -3.2% | 20,163 | -5.5% | 0.00% | 0.0% |
| Q4 2020 | $1,299,000 | -27.4% | 21,338 | -34.1% | 0.00% | -50.0% |
| Q3 2020 | $1,789,000 | +4.6% | 32,376 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $1,711,000 | +25.8% | 32,288 | -4.3% | 0.00% | 0.0% |
| Q1 2020 | $1,360,000 | -3.1% | 33,749 | +29.2% | 0.00% | +33.3% |
| Q4 2019 | $1,404,000 | -24.1% | 26,113 | -32.5% | 0.00% | -40.0% |
| Q3 2019 | $1,850,000 | -9.6% | 38,702 | -6.0% | 0.01% | 0.0% |
| Q2 2019 | $2,046,000 | -18.7% | 41,172 | -25.4% | 0.01% | -28.6% |
| Q1 2019 | $2,517,000 | +8.4% | 55,213 | -4.5% | 0.01% | -12.5% |
| Q4 2018 | $2,321,000 | -43.4% | 57,802 | -24.2% | 0.01% | -33.3% |
| Q3 2018 | $4,099,000 | -6.4% | 76,227 | -7.1% | 0.01% | -7.7% |
| Q2 2018 | $4,378,000 | -24.0% | 82,082 | -16.2% | 0.01% | -27.8% |
| Q1 2018 | $5,759,000 | +18.9% | 97,917 | +19.3% | 0.02% | +20.0% |
| Q4 2017 | $4,845,000 | +66.8% | 82,057 | +57.4% | 0.02% | +50.0% |
| Q3 2017 | $2,905,000 | +117.4% | 52,125 | +81.5% | 0.01% | +100.0% |
| Q2 2017 | $1,336,000 | – | 28,717 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| QP WEALTH MANAGEMENT, LLC | 13,799 | $840,000 | 0.93% |
| Claro Advisors LLC | 18,148 | $1,105,000 | 0.59% |
| PERSONAL CFO SOLUTIONS, LLC | 14,953 | $910,000 | 0.22% |
| STRATEGY ASSET MANAGERS LLC | 7,072 | $431,000 | 0.10% |
| WealthShield Partners, LLC | 4,741 | $289,000 | 0.05% |
| Prospera Financial Services Inc | 8,946 | $545,000 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 20,528 | $1,250,000 | 0.02% |
| Janney Montgomery Scott LLC | 52,553 | $3,200,000 | 0.02% |
| REILLY FINANCIAL ADVISORS, LLC | 1,500 | $91,000 | 0.01% |
| Stratos Wealth Partners, LTD. | 4,602 | $280,000 | 0.01% |